Location: Vancouver, BC
PBI Actuarial Consultants Ltd. is currently seeking a Pension Support Coordinator to join our team.
About us
PBI is an employee-owned Canadian firm with offices in Vancouver, Toronto and Montreal. The Company offers competitive compensation and benefits.
We are a firm that specializes in providing pension, benefit and investment consulting services for multi-employer, jointly trusteed pension plans and benefit plans. For more information about PBI, please see our website: www.pbiactuarial.ca
A unique work environment
PBI’s work philosophy is based on open-mindedness and the active involvement of all its associates.
In fact, our company encourages growth both in a personal and professional level inside a healthy, respectful learning environment. More specifically, our core values are cooperation, self-sufficiency for teams as well as individuals, dedication towards our clients and our Company, development of skills, confidentiality, efficiency, creativity, thoughtful decision-making, precision and synergy.
The Role
This is a newly created role within our Pension Plan Administration team in our Vancouver office. The role is intended to provide broad support across the team’s day-to-day activities and administration cycles, while giving the successful candidate the opportunity to learn different aspects of pension plan administration.
This role is well suited for someone who is detail-oriented, organized, comfortable working with data and deadlines, and interested in developing their knowledge of pension plan administration within a collaborative team environment. The ideal candidate will also bring strong customer service skills and the ability to communicate professionally and respectfully with members, clients, employers, and internal team members.
Tasks and responsibilities
- Assist with the preparation of pension benefit calculations and related pension administration documents, under the guidance or review of senior team members.
- Support the administration of member and beneficiary entitlements by gathering information, updating records, and preparing required documentation for review.
- Apply established administrative procedures, plan rules, and pension administration guidelines in day-to-day work, with guidance from senior team members as required.
- Help ensure required plan information is accurate, complete, and provided to members, beneficiaries, employers, or clients within applicable timelines.
- Respond to routine member, beneficiary, employer, and client inquiries, and escalate more complex questions to senior team members as appropriate.
- Develop routine client correspondence.
- Update member records.
- Assist with the preparation of annual pension statements and related communication materials.
- Prepare client invoices.
- Answer member calls.
- Assist with the preparation of Pension Adjustments, Pension Adjustment Reversals, and other government filings for review.
- Monitor client email inboxes, triage incoming requests, and ensure timely follow-up or escalation.
- Enter, upload, and reconcile contributions; assist with cheque deposits; and support follow-up with employers regarding delinquent contributions.
- Support pension plan expense administration, including preparing expense packages for approval, maintaining supporting documentation, assisting with cash flow monitoring, and supporting monthly reconciliations, expense summaries, and GST/HST/QST rebate records.
- Assist with audit requests by gathering information, organizing supporting documentation, and coordinating responses with senior team members.
- Assist with client meeting logistics, including hotel, flight, dinner, and meeting arrangements for attendees.
- Attend in or out-of-town/province/country client meetings as may be required, currently 2 times per year.
- Attend internal meetings, industry-related meetings, and/or marketing events as required.
- Assist with training materials, pension-related communications, and presentations, as needed.
- Provide administrative and project support for related pension administration work, process improvements, and special projects within the Pension Plan team.
Qualifications
- Post-secondary education and/or related courses (CEBS)
- Minimum 1 year of work experience
- Demonstrate attention to detail and strong organizational skills
- Strong analytical and problem-solving skills
- Strong communication skills, both written and oral
- Able to work under deadlines and on several projects simultaneously
- Commitment to superior client satisfaction
- Strong Excel skills
Other qualities
- Is a team player, yet is self-sufficient and shows initiative
- Able to easily adapt in a new work environment
Terms and conditions of employment
- Permanent position
- 37.5-hour weekly schedule
- Hybrid policy
- Salary will be based on experience and our internal policy in force (yearly salary between $55,000 and $65,000)
- Enrolment in extended health benefits and company pension plan
- Budget for courses and professional training
- Starting date: As soon as possible
If you are excited about this opportunity but your experience does not align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
Those who would like to apply must send their cover letter and resume to [email protected].
Pay: $55,000.00-$65,000.00 per year
Benefits:
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Wellness program
- Work from home
Ability to commute/relocate:
- Vancouver, BC: reliably commute or plan to relocate before starting work (preferred)
Application question(s):
- How do you ensure you stay on top of multiple tasks and competing deadlines?
- Why are you interested in this role?
- Why do you think you would be a good fit for this role?
Work Location: Hybrid remote in Vancouver, BC
